SRM: How to Install Site Recovery Manager Step by Step

In this post we will see on How to Install Site Recovery Manager Step by Step so that you can easily install srm in your environment. SRM is an Disaster recovery solution from VMware for setting up complete DR Solution with some automated operations. Site Recovery Manager is an automation software that integrates with an underlying replication technology to provide policy-based management, non-disruptive testing and automated orchestration of recovery plans. It provides availability for the virtual machines in the time of disaster recovery situations. So If your primary site goes down, you can easily recover your VM on the DR Site.

SRM comes as an windows installer file which needs to be deployed at both sides on windows servers. In the SRM 6.x same version of vSphere is must for configuring SRM but in case of SRM 8.1  It supports multiple versions of vCenter at either site. There must be one or more vSphere hosts running version 6.0 or higher at each site. (Check for VMware Compatibility matrix for more information.)

Before starting installation of SRM, Download the SRM installer from VMware Portal.

Step 1:
Double click the Installer to start the installation wizard.


Step 2:
Select language for the Installation.
Click OK.


Step 3:
Installation wizard will start here.
Click Next to continue.


Step 4:
Click Next again to continue.


Step 5:
Accept the License agreement and click Next to continue.


Step 6:
Site Recovery Manager requires some of the Prerequisites for installation.
You can check the link provided and click Next once you complete all the prerequisites.


Step 7:
Specify the Installation path for storing the SRM Data.
You can go with the default also C Drive.
Click Next to continue.


Step 8:
Provide vCenter Platform Service Controller Address and credentials for connecting with vCenter Server.
Click Next to continue.


Step 9:
Accept the Certification and click OK.


Step 10:
Select your vCenter Server and click Next to continue.


Step 11:
Provide administrator Email ID for notifications.
You can open the ports specified in your network.
Click Next to continue.


Step 12:
Specify the Plug-in ID for Site Recovery Manager.
Default is the recommended option but if you have shared recovery site configuration then you can go for custom.
Select the Default and click Next to continue.


Step 13:
Provide server certificate.
If you have Custom certificate then you can select is here or you can go with default “Automatically generate a certificate”.
Click Next to continue.


Step 14:
Provide your Organization Name and Unit for generating self signed certificate.
Click Next to continue.


Step 15:
SRM requires database server for storing data.
If you have database server in your environment then you can provide custom database server or you can go with embedded database server.
Click Next to continue.


Step 16:
Enter the information for the embedded database creation.
Make sure you make note of username and password of the database for troubleshooting in future.
Click Next to continue.


Step 17:
SRM Service requires an service account to run.
If you have any specific service account you can provide here or you can also use Local System account.
Click Next to continue.


Step 18:
Click Install to start the installation of site recovery manager.


Step 19:
It will only take few minutes to complete the installation.
As you can see that installation is completed, you can click Finish to exit the wizard.



Once SRM is installed successfully you can logout and login to vSphere web client again to check for the SRM Plugin.
As you can see that SRM plugin is displayed in the vSphere Web Client.


You can click on Plugin to access the Site Recovery Manager.
As this is the new wizard which is introduced with the newer version. You won’t find this in the older version of SRM.
As you can see that we have Installed vSphere Replication and Site Recovery Manager successfully.



Using this way you can easily install Site Recovery Manager in your environment. In the Next post we will walk through New UI of the Site Recovery Manager.

In this post we have used the Site Recovery Manager version 8.1, vSphere version 6.7 and the new HTML5 Client of vSphere.

After Installing Site Recovery Manager we have to Pair sites. Check below link:

How to Pair Sites in Site Recovery Manager ?

Checkout Site Recovery Manager Deep Dive for Installation,Configuration and Recovery :

Site Recovery Manager Deep Dive

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Mayur Parmar

Hi I am Mayur Parmar. Independent Author & Founder of Mastering VMware. I am working in IT industry for more than 4 Years with knowledge of VMware , Microsoft Server's, Linux Server's.

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